
63: Who Should Be on Your Money Team? 4 Experts Every Entrepreneur Needs
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Here are the SEO-optimized show notes for the Prosper in the Kingdom podcast episode titled:
Who Should Be on Your Money Team? 4 Experts Every Entrepreneur Needs
Struggling to figure out how to manage your money as an entrepreneur? You’re not alone—and you don’t have to do it all yourself. In this episode of Prosper in the Kingdom, John Cleaver and Wendy dive into the 4 essential people you need on your money team to build and protect your wealth. From tax strategy to long-term growth and legal protection, this episode gives you the practical insights and real-life stories you need to get your financial house in order—without the overwhelm.
Whether you’re just starting your business or scaling rapidly, this conversation will help you identify the right people to support your financial journey and keep more of what you earn.
Why every entrepreneur needs a CPA or tax strategist (and what to avoid)
The real cost of DIY bookkeeping—and how to fix it
How a financial planner can help your money grow while you sleep
Why hiring an attorney isn’t just for big business
The bonus players: social media strategists and mentors who expand your reach and mindset
who should be on my money team
money team for entrepreneurs
how to hire a CPA
bookkeeper vs accountant
financial planning for business owners
legal protection for small business
build your business finance team
entrepreneurial money tips
wealth building for entrepreneurs
faith and finances in business
00:00 – Welcome back to Money Moves 01:30 – What is a money team and why do you need one? 03:00 – The #1 person you need: Tax preparer or CPA 06:15 – Real talk: How Wendy went from a $55k tax bill to a refund 09:15 – #2: The bookkeeper who keeps you sane and saves you stress 13:00 – Letting go of guilt and letting experts do what they do best 14:20 – #3: Why financial planners aren’t just for the wealthy 18:00 – What most entrepreneurs get wrong about money growth 20:00 – #4: Yes, you need a lawyer (and what kind) 23:45 – BONUS: The marketing help and mentors that sharpen you 27:15 – Jeff’s story: Why even millionaires take notes 29:00 – Final thoughts: Stop sitting on the sidelines—get in the game
JohnCleaver.com (mention Black Swan Money for a free financial plan)
🎙️ Episode Title:📌 Episode Summary:🧩 What You’ll Learn:🔍 Keywords for SEO:⏰ Timestamps:🔗 Resources Mentioned:Connect with Wendy and John on social media